Resonant Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Resonant Capital Advisors’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$471K	Hold	3,000	–	–	0.02%	303
2026 Q1	$415K	Hold	3,000	–	–	0.02%	307
2025 Q4	$423K	Hold	3,000	–	–	0.02%	272
2025 Q3	$413K	Hold	3,000	–	–	0.02%	275
2025 Q2	$386K	Hold	3,000	–	–	0.02%	279
2025 Q1	$348K	Hold	3,000	–	–	0.02%	261
2024 Q4	$352K	Hold	3,000	–	–	0.03%	245
2024 Q3	$359K	Hold	3,000	–	–	0.03%	250
2024 Q2	$338K	Hold	3,000	–	–	0.03%	248
2024 Q1	$332K	Hold	3,000	–	–	0.03%	253
2023 Q4	$309K	Buy	+3,000	New	+$289K	0.03%	231

Other funds holding VT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Resonant Capital Advisors's VT Position: Q2 2026 in Review

Resonant Capital Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 3,000 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #303.

Resonant Capital Advisors first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 764 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Resonant Capital Advisors held 3,000 shares of Vanguard Total World Stock ETF worth $471K as of Q2 2026.
Resonant Capital Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #303 holding.
Resonant Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
764 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.